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Ryan Petersen
11.7K posts
Ryan Petersen
@typesfast
Founder and CEO of Flexport. Tariff whisperer
USA Katılım Ekim 2011
2.2K Takip Edilen362.2K Takipçiler
Soon your self driving car will start slamming on the brakes randomly while calling family members in a foreign country
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Germany has been Europe's largest ocean (containerized) exporter to the US for a long time.
In 2016, the gap was 250,000 TEUs. In 2025, it's down to 39,000. Italy is about to take #1.
Turkey 2.5x'd. Denmark doubled. Poland grew 50%.
Germany? Flat for a decade.
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The sweet spot is to stay right below whatever line has the wealth tax so you can buy the assets of the people forced to leave.
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@DKThomp In the layoff announcement the ceo literally said that the first reason they were doing the layoff is that crypto is in a bear market and they to adjust their cost structure. AI productivity was secondary.
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Coinbase is the latest tech company—including Block, and Salesforce—to announce big layoffs and cite AI coding productivity as a driver.
I've attached those companies' recent stock performance bc I think it is ... relevant.
But a few things can be true at once:
1) AI is v good at coding
2) There's also a lot of "AI-washing" of layoffs that were coming anyway
3) Macro history shows that tech displacement tends to accelerate during downturns, so it makes some sense that embattled companies would be the first to have to do more with less
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@kirillzubovsky Lol no they've had this offering for many years.
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@sachinpawa @amazonnews What’s new? Haven’t they done this for many years?
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@ConorNeu If you just say “no” every time wouldn’t you be right way more often than 86% of the time?
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@typesfast @MollySOShea Elect some REPUBLICANS....Get rid of the democratic super majority, find and punish fraud, let ICE do their job.
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We should probably fix this. What are the best ideas?
sourcery@sourceryy
.@friedberg says "California is functionally bankrupt": "People don't realize how screwed California is. I worry that if California falls, so does the union." "We're $250 billion to $1 trillion short." "If it was the federal government, they would just print more money. California doesn't have the ability to print money, so California has to pay this out, and you can't restructure retirement benefits." "There's a Supreme Court case in California that said once an employee has been offered retirement benefits, even if they're currently an employee, you can never restructure their retirement benefits. It has to stay forever." "And the state cannot declare bankruptcy. There's no way for the state to functionally declare bankruptcy. There's no law to allow it." "No state has ever declared bankruptcy, and the the retirement benefits sit senior to the bonds in California. So you have to pay out the retirement benefits before you pay out all the bond holders that have loaned California the money that they use to run all their programs and services." " This isn't about taxes and Billionaire Tax Act. I don't think you can tax your way out of this problem. People will just leave the state." "California's functional bankruptcy is a major risk to the country and we need to figure out what we can change to fix it." At the @HillValleyForum 2026
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Ryan Petersen retweetledi
I have personally seen 6 brands restart growth using the "hudson method"
we are talking 5m a year brands to 100m a year brands.
the steps:
1- seed hundreds of creators on tik tok
small, new accounts, no one famous
2- pay them per video PLUS commission
BUT heavily incentives them to post LOTS of videos
bonuses for posting 100+ videos a month
3- take all the creative, load it into every ad channel
you just solved creative bottlenecks and unlocked infinite ad angles
4- scale ad spend on EVERYTHING, while still paying the creators commission on the ad sales
--
it isnt about tik tok shop sales.
it isnt about gmv max.
its all of it.
you get free cpms on tik tok.
you get unlimited content.
and it jump starts the whole business
more ads, more angles, more channels.
this is named after the legendary founder of comfrt, hudson. all hail the ugc king.
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@Molson_Hart You should adopt their habit of airing their bellies to stay cool in the summer tho
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I am in gym full of older Asian guys playing badminton.
There’s a filtered water fountain that I need to use.
I think “this is their space. They are older than I am. Their culture says they get the water before I do.”
An older guy comes up to the water fountain in front of me and puts the actual spigot into his mouth like he is French kissing it for a good 5 seconds.
Lesson:
Seek to understand others’ culture but do not follow it.
You are not them and never will be.
You could learn the language, recite the poems, and do all the right things at the dinner table.
You will always be seen as different.
Trying to fit signals the type of naivety that the sharks of their society smell like blood in the water.
Do not give home court advantage.
Seek to understand the culture and why things are done the way they are but remember it’s okay to be different.
You’ll be happier and make more money that way.
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@sdamico You still have to put the money in escrow til the court case is settled. If you don’t officers with guns will take you to prison.
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Has anyone flagged that this is probably comically unconstitutional?
California doomers want it to be real so we destroy ourselves, so don’t publicize this.
SEIU and allies don’t want to give up leverage.
Moderates don’t want a revised, constitutional approach on the ballot.
Blake Byers@byersblake
How the 5% California wealth tax is a 67% wealth tax for Sergey Brin: >Owns 3% of GOOG. >Holds 25.3% of voting rights >Wealth tax is assessed as the greater of his ownership or voting rights. So his tax is 5% * his 25.3% voting ownership = 1.27% of the value of GOOG. >1.27% taxes / 3% ownership looks like a 42.2% wealth tax, but that's not quite right. >He has to pay the wealth tax with after-tax cash proceeds. So he needs to sell enough stock to cover 37.1% in taxes first (23.8% federal and 13.3% state). >His gross stock sale has to be 2.01% of GOOG to cover the wealth tax + federal and state taxes. >His wealth tax bill is thus 67% of his net worth (2.01%/3%) >This for 2026. There are proposals being drafted for a 2028 wealth tax. (I understand that some people see this as a feature)
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Register here for free: webinars.flexport.com/data-center-lo…
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It's pretty crazy that there's a city-sized expanse of flat unoccupied concrete just waiting to be developed directly on the doorstep of downtown San Francisco
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@kevinakwok Did my viral tweet cause them to tint their windows lol
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The iron law of AI labs is they all go closed weights eventually
Kevin Kwok@kevinakwok
Wow TML really *is* taking a different approach from the other AI labs
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